How to Talk with Your Family About Estate Planning by ACTEC Fellows Jonathan W. Michael and Michaelle D. Rafferty Every family situation is unique, so the questions of who, when and how? should I talk to my family about my will, healthcare power of attorney and...
How to Talk With Your Parents About Estate Planning by ACTEC Fellows Jean Gordon Carter and Linda Johnson Funke It’s never easy to have end-of-life conversations with your loved ones. How do you talk with your parents about their estate planning documents such as...
Advance Medical Directives: Living Will, Medical Orders (MOLST & POLST), DNR by ACTEC Fellows Daniel G. Fish and Tara Anne Pleat Advance directives are documents that express an individual’s health care wishes. ACTEC Fellows Daniel G. Fish and Tara Anne Pleat...
Getting Your Affairs in Order: Essential Legal Documents by ACTEC Fellow Bernard A. Krooks What legal documents should we have in place to prepare for an emergency, such as the Coronavirus pandemic? Learn more about a Durable Power of Attorney (aka Financial Power of...
Estate Planning for a College Student or Young Adult by ACTEC Fellows Jean Gordon Carter and Katherine E. Ramsey Your child becomes a legal adult when they turn 18-years old. Understand what legal documents such as a Power of Attorney or health care proxy, you should...
Understanding Powers of Attorney by ACTEC Fellow Bernard Krooks J.D., CPA, LLM (in taxation) Understanding your Power of Attorney (POA) is critical to estate planning. It is the single most important document you can sign. Bernie Krooks, a nationally-recognized expert...
